$160MM AUM | $1.6MM GDC in
We are an independent financial planning firm focused on customized investment management for the mass-affluent and HNW families. We are currently looking to grow our office via an immediate business purchase or long-term succession plan. We also have upscale office space available for advisors who want to merge their current business into our office and grow as part of a team. New advisors can utilize our current staff that includes a Senior Financial Advisor, 2 CERTIFIED FINANCIAL PLANNERS TM, Insurance agent, Enrolled Agent (Tax Planning), Estate Planning Attorney, and an office manager.